Live with Brian McCarthy

Published on
December 16th, 2019
Duration
60 minutes


Live with Brian McCarthy

Featuring Brian McCarthy

Published on: December 16th, 2019 • Duration: 60 minutes

Brian McCarthy, a graduate of Harvard College in economics has an extensive track record in the investment business that spans upwards of two decades. He currently operates as chief strategist at Macrolens, a firm dedicated to macroeconomic and market strategy guidance for institutional level investors with an emphasis on the monetary/political dynamics between U.S.- China relations. Prior to this, he was chief strategist and portfolio manager at Emerging Sovereign Group where he ran the Nexus Fund from 2011-2018, a China focused hedge fund. Additionally, he has held senior positions at RBS, Barclays and UBS in the fixed income space.

Comments

Transcript

  • JF
    Jim F.
    13 January 2020 @ 00:29
    There will be plenty of time to decouple with China when Pres Trump is re-elected. Patience is a virtue.
  • CB
    C B.
    6 January 2020 @ 00:43
    Really insightful analysis into China. You don't hear this anywhere else. High marks.
  • WA
    Wissam A.
    23 December 2019 @ 12:05
    Let's have Kyle Bass interviewing Michael Pettis.
  • AB
    Avik B.
    23 December 2019 @ 08:56
    Excellent interview
  • DM
    David M.
    22 December 2019 @ 22:11
    BS, You and the rest of the country wouldn't even be talking about the China problem if it weren't for Trump and his understanding of it.
  • wj
    wiktor j.
    20 December 2019 @ 22:40
    where will china get the dollars from to buy anything from US? China is already buying tons of food for dollars. Will the fed install a printing press in china? If you have oil and dollar rally and EU still weak who will buy the goods? How can feds easing give china more dollars? Will US have to buy everything?
  • TT
    Tokyo T.
    20 December 2019 @ 10:55
    Time for Druckenmiller or Burbank
  • EQ
    Eduardo Q.
    20 December 2019 @ 10:42
    I didnĀ“t have the time to finish watching the interview live, so thanks for answering the question on the USDHKD peg. I have been tracking their aggregate balance (HKD 54.4 bn) as the FIRST source of available FX reserves they have for this matter, which after having been reduced drastically in the past now seems pretty stable. However, regarding the couple hundred billion USD of cushion that @Brian mentions are these part of the total FX reserves (USD 430 bn), if so, how much of these reserves are actually available for interventions. Where can I track them in a disaggregated form?... Thanks...
  • PG
    Pinchas G.
    19 December 2019 @ 21:00
    We need "access" on the mobile app.